With over 25 years of experience in Bali, we offer unmatched local expertise tailored specifically to the unique challenges faced by Americans and individuals with assets in the U.S..
As the first and only consulting agency of its kind in Bali, we provide strategic guidance to help expats navigate the complexities of real estate, business, and wealth management—ensuring that every decision is informed, compliant, and aligned with your long-term goals.
Expat life in Bali can be incredibly rewarding, but it also comes with challenges that require careful planning, legal compliance, and financial foresight. Whether you’re investing in property, starting a business, or managing your global wealth, our team is here to provide clarity, confidence, and control over your financial and business affairs.
Thomas Carden J.S.M E.A.
Founder and International Tax Director
Our Philosophy: A Perspective-Driven Approach
At the core of our consulting services is perspective—the ability to see the full picture before making critical decisions. Our approach is designed to:
- Provide in-depth knowledge of Bali’s legal, financial, and regulatory landscape.
- Offer clear, actionable strategies based on decades of hands-on experience.
- Ensure compliance with both Indonesian laws and U.S. financial regulations.
- Empower you to make confident, well-informed decisions that safeguard your interests.
We don’t believe in one-size-fits-all solutions. Every client’s situation is unique, which is why we customize our services to match your specific needs and objectives.
The Right Financial Plan Changes Everything
Our aim is to assist you in establishing a more comprehensive perspective into the three core areas we specialize in:
- Real Estate
- Business Development
- Wealth Management
Insights to elevate your financial confidence and unlock your potential.
- Establishing goals and parameters for real estate investments
- Assistance with land acquisition
- Project Management to oversee construction
- Establishment of business entities
- Set up of systems, policies and procedures
- Assistance with reporting, taxation and tax planning
- Personal and corporate wealth management
How We Work
Our approach is tailored, transparent, and time-efficient. We understand that every client has different needs, so we structure our services accordingly:
✅ Consultative Approach – We start with a detailed discussion to understand your objectives, concerns, and requirements.
✅ Customized Solutions – Based on our consultation, we create a personalized strategy to address your specific challenges.
✅ Time-Based Services – You get an advisor for only as long as you need, ensuring cost-effectiveness and flexibility.
✅ Actionable Insights – We provide clear, practical steps to help you make informed decisions and move forward with confidence.
Why Choose Us?
- 25+ Years of Local Expertise – Deep knowledge of Bali’s legal, business, and investment landscape.
- Specialized for U.S. Expats – The only firm focused on the unique needs of Americans in Bali.
- Compliance & Risk Mitigation – Ensuring that your ventures align with both Indonesian and U.S. financial regulations.
- Proven Track Record – Successfully assisting expats, investors, and entrepreneurs across various industries.
- Flexible, Transparent Service – Pay only for the advice and support you need—no unnecessary fees or long-term commitments.
Our Specialties
We adopt a consultative approach whereby through discussions we identify your needs and requirements. We then prepare a proposal for our services in which we identify the key issues and how we propose to address them by providing cost effective and innovative solutions.
Real Estate Investment & Development
Navigating the real estate market in Bali can be challenging due to foreign ownership laws,
zoning regulations, and investment structures. We help you understand your options and
mitigate risks, ensuring that your investments are secure and legally compliant.
Our real estate services include:
✔ Identifying investment opportunities and structuring deals
✔ Assistance with land acquisition and ownership structures
✔ Conducting due diligence to ensure legal compliance
✔ Project management for construction and development
✔ Establishing rental and management strategies for property owners
Business Development & Corporate Advisory
Bali offers incredible opportunities for entrepreneurs, but starting and managing a business
here requires careful planning and compliance with Indonesian regulations. Whether you’re
launching a startup, expanding an existing company, or setting up an investment vehicle, we
help you navigate the legal and operational landscape with ease.
Our business consulting services include:
✔ Business structuring (PT PMA, local PT, and alternative setups)
✔ Assistance with licenses, permits, and regulatory compliance
✔ Establishing systems, policies, and operational procedures
✔ Tax planning and reporting to ensure financial efficiency
✔ Guidance on hiring, payroll, and employment regulations
Wealth Management & U.S. Tax Compliance
For expats with financial ties to the U.S., managing wealth while staying compliant with both
Indonesian and American tax laws can be complex. We provide expert guidance on IRS
reporting, tax optimization, and global asset protection, helping you secure and grow your
wealth while avoiding costly legal pitfalls.
Our wealth management services include:
✔ IRS tax planning and compliance for U.S. citizens abroad
✔ Cross-border financial management strategies
✔ Asset protection and risk mitigation
✔ Retirement planning for expats and investors
✔ Investment advisory to maximize returns in Indonesia
What People are Saying
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